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AJ Bell Funds range

Find the solution that best fits your clients’ investment objective and appetite to risk:

Growth solutions

CG AJ Bell Cautious Fund

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Income and responsible solutions

CG AJ Bell Income

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Literature library

Below you’ll find all the keys documents you need to support your recommendation:

Portfolio information

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AJBellFunds_adviser_guide AJBellFunds_client_guide IncomeFunds_client_guide RGF_adviser_guide RGF_client_guide Commitment_CC Current_portfolios

Due diligence

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AJBellFunds_adviser_FAQs IncomeFunds_adviser_FAQs AJBellFunds_factsheets AJBellFunds_KIID

AJBellFunds_Target_market_assessment AJBellFunds_Prospectus

Fund updates

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Who are AJ Bell Investments?

AJ Bell Investments offers simple, transparent, and low-cost investment solutions tailored to advisers and their clients. Backed by a team with over 100 years of collective experience across retail, institutional, and adviser-focused investment management, the team combines technical expertise with a deep understanding of adviser businesses. Available through the AJ Bell Touch platform, their simple, transparent and low-cost portfolios are designed to support centralised investment propositions and streamline client outcomes.

AJBT_Ryan_Hughes
Ryan Hughes

Managing Director

AJBT_Richard_SV
Richard Slattery-Vickers

Head of Product

AJBT_James_Flintoft
James Flintoft

Head of Investment Solutions

AJBT_Paul_Angell
Paul Angell

Head of Investment Research

AJBT_Ian_Aylward
Ian Aylward

Head of Investment Partnerships

The information on this page is intended for professional advisers only.